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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,635 | $82,674-20.6% | $125,381-47.7% | $68,486-4.2% |
| Participation rate | 83.7% | 75.1%+8.7pp | 82.4%+1.3pp | 67.9%+15.8pp |
| Annual return | -17.81% | -5.97%-11.8pp | 572.31%-590.1pp | -7.85%-10.0pp |
| Employer contribution / active EE | $6,714 | $3,382+98.5% | $4,815+39.4% | $2,597+158.6% |
| Participant deferral / active EE | $9,555 | $6,111+56.4% | $7,448+28.3% | $4,028+137.2% |
| Admin fee / account holder | $833 | $6,277-86.7% | $10,007-91.7% | $5,404-84.6% |